Mott Capital Management, LLC

Thematic Growth

Mott Capital Management, LLC
Generational and demographic shifts4 to 5 themes

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Portfolio risk score
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Strategy

Stocks

Management fee

0.75%

Min investment

$500

Performance Chart

Metrics

Last 30 days 3.2%
Last 90 days 5.0%
Last 365 days 15.1%
Last 5 years 97.6%
Since inception (Jul 16, 2015) 138.3%
Since inception (annualized) 10.1%
2024 (YTD) 7.5%
2023 27.7%
2022 -15.2%
2021 19.8%
2020 27.6%
2019 34.0%
2018 -7.8%
2017 18.4%
2016 -1.4%
Volatility
The standard deviation of portfolio returns; a measure of risk.
10.0%
Sharpe ratio
A measure of risk-adjusted portfolio return.
0.86
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
1.23
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-8.5%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-2.3%
Investment (below min)
Annual costs

Portfolio information

Research

Mott Capital uses top down analysis. We come up with a theme we would like to focus on and drill down to companies from there. We look at variety of things, from fundamentals, to technical. Most importantly, however, the company needs to have a good growth story. We NEVER use models of any kinds. They are useless in our opinion.

Approach

Typically, the portfolio is constructed with a focus on 4 to 5 themes. Examples of themes vary and can range from the needs of aging populations to the shifting media landscape. With a 3 to 5 year investment outlook, we have the opportunity to develop a deep analytical understanding of each portfolio holding, and in some case build a personal relationship with the company. We do not use leverage, short positions or options: we strictly hold long positions in equities. In addition to using time to mitigate risk, we lever or de-lever the portfolio by increasing or decreasing the number of shares of each portfolio company to maintain consistency with our target range.

Sell discipline

We sell when the story of our investment has changed or determine that growth in a specific theme or company has matured.

Exceptions

None

Portfolio updates

Manager

Mott Capital Management, LLC

Mott Capital Management, LLC

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts.

Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

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Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on July 16, 2015, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.

In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.